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Replies posted by SamG

545 Replies

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Laura RowerBeginner

posted in Community Feedback

Managing Partner Mailboxes

Hi @Laura RowerGood question 🙂 vote for this request and follow along the conversation:When you say they have access now, is that in Outlook/Gmail?Only option at present in Karbon is to:Setup partner’s email as a Shared Triage in Karbon (which requires changing the partner’s login email to a different email). All of partner’s emails would go to the Shared Triage (that both they and the VA could have access to).Does that help? I’d be interested to hear how it goes 🙂

9 hours ago

Vivek KumarBeginner

asked in Ask a Peer

Billing

Hi @Vivek Kumar,Good question 🙂 I don’t believe it is possible to add a discount at this stage, here is a feature idea request you can vote for and comment on:Here are the Billing/invoicing help articles: https://help.karbonhq.com/en/articles/8753653-using-billingYou can write off an amount (see above) to reduce the invoice.Does that help? 🙂

9 hours ago

Rachel PengKarbon Team

Improved email contact search, automatic fixed fee realization + invoice data in KPI

Hi Amelia, these ones?

7338

9 hours ago

Tiahn SeviorBeginner

asked in Ask a Peer

Tax Return prep and review and how to collaborate with review notes and back and forth

We use Xero Workpapers when preparing financials and tax return and compile a PDF of workpapers when only preparing tax return 🙂

4 days ago

Quynh NgoBeginner

asked in Ask a Peer

Karbon Insert Table in Email

Hi @Quynh Ngo,No there isn’t in Karbon, you can paste tables from Excel/Word, does that help? 🙂

18 hours ago

Moshe MindickBeginner

posted in Ask a Peer

Tax Return prep and review and how to collaborate with review notes and back and forth

Hi @Moshe Mindick,We use the Work Status to determine who it’s with 🙂For annual compliance/tax returns:First two substatuses here, it’s with PreparerThird and Fifth, it’s with ReviewerFourth and sixth, it’s with PreparerCan oscillate between fifth and sixth (but ideally doesn’t!!)We put review points in the workpapers (rather than Karbon), preparer notes that they’ve actioned them in there as wellDoes that help? 🙂

4 days ago

Varsha ChorgeBeginner

asked in Ask a Peer

How to Extract the Planned Jobs in a Spreadsheet

Hi @Varsha Chorge,Do you have Admin access? 🙂 this is requiredPlease see here for details: Export WorkDoes that help?

4 days ago

Marissa YoungerBeginner

asked in Ask a Peer

Sort All Time by Task Type

Hi @Marissa YoungerWhere specifically are you looking at All Time? 🙂From the Billing > Unbilled page, you can:Export WIP Report Click Time Entries sheet Sort Time Entries by Task TypeDoes that help?

4 days ago

Summer ThornBeginner

asked in Ask a Peer

Tracking External Partners

Hello @Summer Thorn,Good question 🙂 it dependsWe have a work type (SMSF compliance) which is mostly outsourced, but we’re still responsible for starting, progressing and finalising it, so the work is recorded against our client, like any other work we do for them.That work type has a specific status “Waiting for Seamless” (our provider).The rest of the workflow is exactly the same, but when it’s in their court, it’s in that status.You could do that or you could use a specific work type or you could add work against the contact (your provider).Does that help? 🙂

4 days ago

Anzelle StrydomBeginner

asked in Ask a Peer

Shared Triage

Hi @Anzelle Strydom,No, the Shared Triages unread are included with your own unread in the total unread number next to the word Triage (e.g. in screenshot below, Shared 5 + my 3 = total unread 8) but not included in the All count, which is only your Triage (or whichever one you are looking at, at the time). Funnily enough, my number is incorrect at the moment, an issue unrelated to Shared Triage (says 32, I have 30). Good question, I wouldn’t think so but don’t know for sure. Worth asking Karbon SupportDoes that help? 🙂

3 days ago

Mary-Clare SwitzBeginner

asked in Ask a Peer

Is Karbon down?

Yes, I’m back in now 🙂

6 days ago

Nick BeaudoinBeginner

asked in Ask a Peer

Triage Default View

Hi @Nick Beaudoin,How does the firm feel about your colleague’s decision to not use Karbon as intended? 😅I don’t believe there is a way to set a default view in Triage. The colleague could keep Triage open and always open items (new pages) in a new tab or new window, keeping that Triage view open or submit a Featrure IdeaI hope that helps 🙂

4 days ago

Jason GrantBeginner

asked in Ask a Peer

Email formatting - Right/ Left align

Hi @Jason Grant,There is no left/right align nor Undo button in Karbon for formatting 🙂Ctrl+Z works for Undo, most of the time, but there isn’t a button for itI hope that helps, you can also request it by posting a Feature Idea

5 days ago

Rachel PengKarbon Team

Improved email contact search, automatic fixed fee realization + invoice data in KPI

Awesome updates again Karbon! 👏🏾Especially the improved Contact dropdown and Fixed Fee Realisation! 🥳

7338

9 hours ago

Summer ThornBeginner

asked in Ask a Peer

Individual Tasks

@max I don’t think @Summer Thorn will have To-do, being a new Karbon user.Summer probably has Assignments.. which unfortunately, is a half-baked replacement for To-do (which was also half-baked in the ways Assignments isn’t 😢)My Week and the Work overview (appears when you click a Work item in My Week) is probably your only option at this time to see which Work items have tasks assigned to you and whether they are overdue.My WeekWork Overview

7 days ago

Leona HarrisonBeginner

asked in Ask a Peer

Karbon Client Work

Hi @Leona Harrison,I’d say it’s a bug, I’m having the same issue 🙂Please report it to Karbon Support

7 days ago

Doug BuntynBeginner

asked in Ask a Peer

Timesheets vs Individuals time

Hi @Doug Buntyn,Very curious! We’re not having that issue.. have you contacted Karbon Support to see if they can explain it? 🙂

1 day ago

Shelly ComerBeginner

asked in Ask a Peer

Karbon Time

Hi @Shelly Comer,A feature request exists that mentions this 🙂

12 days ago

Matthew GamboldBeginner

asked in Ask a Peer

Creating Work specific to me in Karbon

(I used my role as the name of the contact since using my name would be problematic) Interestingly enough, you can assign a Colleague (yourself or another) as the Client on a Work item (without creating a new contact) 🙂 but! It doesn’t work like a normal contact, so when you click it, it goes to your Colleague profile, not a contact page with a Timeline and Work tab etc

13 days ago

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